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Advisornet Financial’s Liberty Energy LBRT Stock Holding History

Advisornet Financial’s Portfolio LBRT Stock Details LBRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-36
Closed -$653 – 2302
2023
Q4 		$653 Buy
36
+7
+24% +$133 ﹤0.01% 2023
2023
Q3 		$537 Buy
29
+2
+7% +$33 ﹤0.01% 1961
2023
Q2 		$361 Buy
27
+2
+8% +$26 ﹤0.01% 2122
2023
Q1 		$320 Buy
25
+7
+39% +$104 ﹤0.01% 2164
2022
Q4 		$288 Buy
+18
New +$286 ﹤0.01% 2146

Other funds holding LBRT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Advisornet Financial's LBRT Position: Q1 2024 in Review

Advisornet Financial sold out of Liberty Energy (LBRT) in Q1 2024, closing a stake of 36 shares — an estimated $653 sold.

Advisornet Financial first reported a position in LBRT in Q4 2022 and held it in 5 quarters. The position peaked at $653 in Q4 2023. 337 funds tracked by Wall St. Rank hold LBRT as of Q1 2024.

  • Advisornet Financial reported no remaining Liberty Energy position as of Q1 2024 after selling out during the quarter.
  • Advisornet Financial sold 36 Liberty Energy shares in Q1 2024, an estimated $653.
  • Advisornet Financial first reported a position in Liberty Energy in Q4 2022 and held it in 5 quarters.
  • Advisornet Financial's Liberty Energy position peaked at $653 in Q4 2023.
  • 337 funds tracked by Wall St. Rank held Liberty Energy as of Q1 2024.

Based on Advisornet Financial's 13F filing for Q1 2024, filed 12 Apr 2024.